Figure

Today we're sharing Figures internal All Hands publicly https://t.co/kR7wjRmN96

Figure held an all-hands this week, and I've decided to share it here publicly Given our rate of progress, our roadmap has completely changed over the last year, and the team has doubled It's important to get everyone aligned on our…

Top stories in robotics today: - This $20K robot butler is up for reservations - Unitree H2-X plays action hero - Tesla fires up Optimus production - Waymo wants 20K robotaxis by 2027 https://t.co/DcSN1SfOav

BOOOM 🚨 $TSLA's Q3 2026 update is out. Non-GAAP EPS came in at $0.48, ahead of the roughly $0.43 to $0.45 analysts expected 🔥 But the most revealing parts of the deck have little to do with EPS. They show a company steadily shifting its…

Samsung is testing a humanoid designed for 24/7 operations. The bipedal robot is being trained for navigation and material handling at Samsung’s R&D center in Seoul, with staff and partners monitoring its operation in shifts. (see a bit in…

Twenty five trillion tokens. That's what Google says it processed in the first 72 hours after Gemini 4 Argon went live, per Logan Kilpatrick, and the number only makes sense next to the baseline underneath it. Argon isn't a chatbot…

BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…

Japan's official statements now confirm yttrium stockpiles are measured in months, not years. The shortage is no longer a forecast — it is operative. Chinese customs data and Japanese government sources document the mechanism clearly.…

🇺🇸 Figure AI's F.03 humanoid robot has now walked for 9 straight days without stopping, covering 348 miles and taking 1.2 million+ steps on a treadmill. Founder Brett Adcock says the experiment started as a side project to see how long…

Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. That is Prometheus, and it is already…

F.03 just crossed 9 straight days walking on this treadmill: 348 miles and 1.2 million steps Started as a side project to stress the robot for any failures. Let's see how long it can go https://t.co/mxsJcrO8jP

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

There is no going back. https://t.co/20iKlxgjdh https://t.co/rddNiCh2RY

When humanoid robot police appear on the streets… This is Fuxi--an anti-riot humanoid robot developed by China’s NORINCO (伏羲-- named after a figure from ancient Chinese mythology, the first of the "Three Sovereigns"). Equipped with a…

Humanoid robots can walk, lift boxes and impress us in videos. But how close are they to doing many different jobs without constant human help? We ranked 14 robot and AI model pairings using public evidence. Figure leads the leaderboard,…

Leju has 15 KUAVO humanoids loading auto parts at Zhaofeng’s factory in Hangzhou, China. These wheeled robots handle wheel-hub bearing components across 15 stations. Zhaofeng reports a 98% loading success rate across more than 10 part…

Scaling humanoid fleets is an automotive-grade industrial challenge. The bottleneck is not capital or ambition, but qualifying multi-tier actuator supply chains and passing plant-level functional safety audits. https://t.co/74KjQn0k4J

Two rideable quadruped robots. Two very different engineering approaches. Zhetron’s Mechanical Leopard and DaxAI’s Qiji XS both combine four-legged mobility with a platform built to carry a rider. Zhetron Mechanical Leopard Shown at the…

Super-impressed: Nature Will releases 50-billion parameter general foundation model for robot intelligence The big question: Is the robotics industry wasting billions on training as the frontier models & this foundation model get better…

The most human-like walks in robotics: ✸ Figure 03 🇺🇸 | Figure AI ✸ IRON 🇨🇳 | XPENG ✸ G1 🇨🇳 | Unitree https://t.co/Oj4ccXuOMg

A robot can learn how to walk. That doesn't mean it knows how to walk everywhere. At a workshop in San Francisco, one of the exercises was to take a quadruped that had learned to walk under Earth gravity and adapt its policy for Mars.…

Silicon Valley concentrates the venture capital and model talent. Manufacturing plants run on takt time, not demo schedules. Physical AI gets proven when an autonomous policy survives an active assembly cell. https://t.co/Hgj0lyHNHQ

🤖 Who is leading the race for humanoid dexterous hands in 2026? The competition is heating up, but there's no single winner. Different companies are leading in different areas: @Inspire_robots: Leading in disclosed shipment volume, with…

I am trying to visit them all and have only gotten a small percent. https://t.co/MCCp6V9nuE

This is the capital of robotics! 🌁 Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried). So, the Bay Area is the world's leading…

Terafab could bring Tesla’s experience building custom factory equipment into one of the world’s most demanding industries 🔥 During the X Takeover talk, @elonmusk described how he wants to get there: start with conventional equipment,…

“Our world is designed for the human form.” Brett Adcock said this when Figure AI emerged from stealth in 2023. It's one of the biggest reasons behind the humanoid design. Imagine we've completely solved robotics and AI. Now imagine the…

Citrini Analyst #2 on when robotics will have its ChatGPT moment: "I'm not sure that there will be a moment, but maybe it'll be a mosaic of all of these things." "As they come together, it's very clear that this is happening and…

The #1 robot AI model on RoboDojo Sim still fails nearly 2 out of 3 tasks. RobotEra’s VPP2 achieved a 32.26% success rate in simulation and 58.5% on real ALOHA robot arms across 10 task categories. That 32.26% figure surprised me. Even the…

Figure melted down its retired F.02 humanoid robots in a massive electric furnace in Finland. The company said the decision would protect its proprietary technology while recovering the robots metal. The robots were even trained to jump…

Robotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to robotics factories in the Bay Area to…

ENGINEERING NEWS 🗞️ Tesla has engineered a clever trick to read a motor’s fingerprint without spinning it ⚙️ A car is full of small electric motors that nobody thinks about, driving the cabin blower, the coolant pump, and the radiator…

Odyssey trained one frozen model to drive cars, walk humanoids, fly drones, and run game worlds. Then it built a separate lightweight decoder for each job on top of that single backbone. The model shipped today as Odyssey-3, a free public…

Continuing in making clothes for a humanoid. The list is yarn, texture, heat, and the peel force of fabric wrapped onto the shell. Every item on it is an automotive interior requirement. I ran robot processes in auto years ago to build…

Your robotics company could be worth billions if you managed to sell just 1 humanoid robots to each of these companies worldwide. Here’s how the numbers add up. Global Humanoid Robot Market Potential in 2026 What would the global market be…

98% success at each step sounds impressive. But across a 100-step task, independent errors can bring a robot’s chance of finishing the whole job down to just 13%. That’s why teaching robots to spot mistakes and recover matters so much.…

I had chatgpt take another pass at the figure based on publicly available information -- I think this makes the dichotomy even more stark. There are very, very few mobile robots physically capable of doing the "dull, dirty, dangerous" jobs…

If you have a few minutes, give Hark a try The free tier is generous right now, so you can do a lot without paying https://t.co/POXxsv2zxX

Nvidia has discussed investing another $1 billion in Figure, The Information reports. The talks come as Figure pursues its multibillion-dollar Nscale compute deal and Index training-data project. No deal is confirmed.

"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand." "Then Texas hit pause." "Developers routinely spam requests across…

There really are very few heavy-industry humanoids. For all that people talk about figure and optimus neither is strong enough to do much of the work humans actually do every day, which requires ~50 lb payload. The gap between 40 and 50 lb…

Automotive history teaches the exact same lesson. Vehicle assemblers capture consumer headlines, but tier one and tier two component suppliers command the engineering moats. Strain wave gearing, roller screws, and precision actuators will…

Minerva emerged from stealth with $10M—and we interviewed its CEO about humanoids for dangerous work. Also in this week’s briefing: Atlas’s new hands, Galbot pricing and Figure’s fiery farewell. Original reporting. One email a week.…

Robotics Treasury Report Vol. 2 is now available. Current exposure spans 9 robotics companies, including @Apptronik, @1x_tech, @NEURARobotics, and @Figure_robot The report covers portfolio holdings, governance activity, treasury…

In plant floors and enterprise IT, safety never lives inside application logic. The operational risk with autonomous agents is granting write access to legacy systems that lack rollback paths. Guardrails belong at the deterministic…

Massive week in robotics. I went through everything from RobCo, Dyna Robotics, Figure and even more. Get your coffee and see what happened in robotics space:

Figure 02 marked several milestones for Figure, including its first BMW deployment, the introduction of Helix, household tasks, and logistics work. As the F.03 fleet expanded, the company decided to retire F.02. To protect proprietary…

agibot hit 20,000 humanoids produced. figure crossed 1,000 at 1 per hour. the production line is starting to look real. a $150k robot generates more underwriting data in one shift — runtime, throughput, cycles, mtbf — than most small…

Different bets. Same outcome. Figure. Apptronik. 1X. Agility. NEURA. Sanctuary. Humanoid robotics at scale. The thesis behind each one ↓ https://t.co/PtVRLhgtXI

Humanoid robots are creating a new supply chain race around actuators. Actuators can account for up to 60% of a humanoid robot’s cost. Every shoulder elbow hip knee and ankle needs compact joints that can deliver high torque while staying…

Figure promises a slim, practical, fully electric, general-purpose humanoid #robot with 5 hours of battery life. https://t.co/Et2XdCScIj https://t.co/ElXFCJHpTW

Gone too soon, Figure 02. https://t.co/hrrZAQg11f https://t.co/y9MzHUfSg1

The Giga Texas Optimus factory is currently under construction; it is ten times larger in scale, with a planned full-capacity annual output of approximately 10 million Optimus units. What does a figure of 10 million actually mean? It is…

"Figure 04 will be the largest step up we've ever made" - @adcock_brett https://t.co/H2R4ZyYAle https://t.co/dXTmrM6Mir

I’ve watched a lot of robot videos. This one is different. Figure 02 spent its final minutes walking toward a 75-ton furnace filled with molten steel. Yes, this actually happened. Figure is retiring most of its F.02 fleet as the company…

『溶解炉へダイブする人型ロボット(旧バージョン)』 溶解後、加工され記念品へと生まれ変わったらしい。 https://t.co/2ZKDXsP8D1 #bipedal #HumanoidRobot #PhysicalAI #ArnoldSchwarzenegger #terminator #decommission #Figure02 #FigureAI https://t.co/DSU7xm5fLV

Tesla is redesigning the memory configuration of its AI chips for Optimus production. Elon said AI5 was initially planned with 144GB of RAM, then cut to 72GB LPDDR5( later nudged up to 96GB). AI6 is set at 144GB LPDDR6. Elon also says…

This Week in Physical AI 🧵👇 What happened in robotics and embodied AI over the past seven days, featuring @DynaRobotics, @Figure_robot, @BostonDynamics, @fieldai_ and more. Let’s go 🧵👇

Figure did something absolutely wild with its retired humanoid robots. 🤯🔥 Instead of dismantling its F.02 fleet, Figure trained the robots to autonomously jump into a 75-ton electric arc furnace filled with molten steel in Imatra,…

Figure trained its old F.02 humanoids to jump autonomously into a 75-ton arc furnace. The film has 1.8M views. Not everyone laughed. One robot founder wrote that she sees robots as having "their own personhood." Here's how people reacted…

Humanoid shipments increased 432% year over year in H1 2026. China produced more than 95% of them. Figure, Apptronik, Agility and 1X are still building toward volume. This market is early, and the race is far from one dimensional. 2027…

I would like to congratulate Brett on his first revenue for Figure. Good job man! https://t.co/UtPQPqkYGa

What is the actual computing power dedicated to onboard AI in current humanoid robots? The reported figures span a wide range: • AGIBOT A3 Ultra 700 TOPS • RobotEra STAR1 n 275 TOPS • Galbot G1 275 TOPS • AGIBOT RAISE A1 200 TOPS • LimX…

Figure just gave its retired humanoid robots a very different final mission. 🔥🤖 Figure decommissioned its F.02 fleet by having the robots autonomously jump into a 75-ton electric arc furnace in Imatra, Finland. The reason? Figure says…

Humanoid robots are becoming significantly more powerful. Published data regarding load capacity reveals a wide range of specifications: • Galbot S1: maximum payload of 50 kg (combined across both arms) • Apptronik Apollo: maximum lifting…

AGIBOT 9,700 humanoids shipped in H1 2026, according to Counterpoint Research. AGIBOT also announced that its 20,000th humanoid rolled off the production line on September 24. • Unitree: 7,000+ shipments in H1 2026, representing around 31%…

Gotta hand it to @adcock_brett. He turned even scrapping a robot into a viral video 😂 But seriously, why not just keep it on display at Figure? https://t.co/rVaRqM7oLK

Humanoid robots are already clocking up operating hours in real-world factory settings. Here are six examples: • CATL’s Galbot S1 handles material transport and order picking on battery module and pack production lines. It can carry up to…

To be or not to be --- (I never expected to see Figure's humanoid robot perform a backflip in this way.) https://t.co/jGE3Cq2tLa https://t.co/i6915pYog8

F.02 Decommission https://t.co/NAJsRpplR8

$8.2 billion. That's what AMD is paying for a company that turns two years old this year and has shipped exactly one product. World Labs was Fei-Fei Li's bet that language models were solving the wrong problem, that understanding physical…

Who deserves the valuation: Figure at $39B or World Labs at $8.2B? AMD is buying World Labs, Fei-Fei Li's spatial-intelligence startup, for $8.2B in all stock. Some context on how wild this is: - World Labs is barely 2 years old (founded…

GPT-6 Astra is already showing up in more and more robot demos. KPI offers a glimpse of what that could mean. Astra handles the task, scene understanding and motion planning. KPI then turns those high-level intentions into real-time…

Figure 02 might be getting a Terminator-style sendoff. Brett Adcock said Figure was running out of room, and auctioning off the old robots was out: they needed to be destroyed to protect the company’s IP. He ran a poll. “BLOW THEM UP” won…

The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets…

Figure is proud to partner with NVIDIA on this Humanoid robots will soon be in the home and workplace. They have to be safe and trusted https://t.co/lQ459rXjrz

人形机器人为什么一定要像人？Figure 给出了一个新的答案。 2025年在北京上班的时候，参加了一个Google 朋友组织的聚会，期间有一位在场的创业者问了我一个问题，为什么具身机器人要像人？我的回答是：这个世界，本来就是按照人的身体设计的。 但 Figure 最近公布 Helix 2.5 的结果之后，我开始觉得，这可能只是人形结构比较表层的优势。 https://t.co/Bit2eVY7Is

人型机器人创业，抄的是上一家刚公开的答案 我们到底在造机器人，还是在追美国人的 BOM？ 这几年看人形机器人，我越来越经常看到一种熟悉的产品决策方式。 看到美国公司用 RealSense，我们也用 RealSense。 Tesla 做五指灵巧手，于是大家研究五指、腱绳、空心杯电机。 Figure 进入汽车工厂，工业场景很快成为行业热点。 2025 年 Sunday Robotics 发布…

𝐀𝐈 𝐡𝐚𝐬 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐭𝐨 𝐭𝐚𝐥𝐤. 𝐍𝐨𝐰 𝐢𝐭 𝐧𝐞𝐞𝐝𝐬 𝐚𝐧 𝐢𝐧𝐭𝐞𝐫𝐟𝐚𝐜𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐩𝐡𝐲𝐬𝐢𝐜𝐚𝐥 𝐰𝐨𝐫𝐥𝐝. Humanoids will become that interface. Not because the human form is automatically the best machine for every…

Figure’s Helix 2.5 demonstrates how humanoid robots adapt to tasks across 30 different homes without training for each new environment. 🏠🤖 Read the story: https://t.co/ImsgmGZQDy Subscribe to our newsletter for free for more humanoid…

1. Fremont shut down Model S and Model X and moved the line and the people onto Optimus. Weekly output went from a few dozen in Q2 to several hundred in August, about 10x. The year-end target is a continuous automated line above 1,000 a…

Fascinating to watch a robot reason about its environment and figure out why the WiFi isn't working. Perceptron just launched Mk1.5, a model built to drive embodied agents, one model running drones, robots, smart glasses, and phones with…

AI learned to talk from the internet. How does it learn to handle the real world? That’s the challenge for physical AI. In one test cited by Humanoid Analytics, training on more physical data raised a robot’s success rate in unfamiliar…

Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world? @Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment.…

figure is ramping to 1 robot per hour. unitree shipped 5,500 humanoids last year u2014 more than figure’s entire history. twelve commercial humanoid platforms available for lease or purchase. production is real. the deployment capital side…

A standing ovation is nice. A repeat order is better. 🤖 Humanoid robots have five potential markets: research, AI training, industry, homes and defense. Shipments show who’s buying. Repeat deployments will show where the robots earn their…

Figure AI CEO Brett Adcock says humanoid robotics will mature through four stages, with each stage depending on progress in the one before it. Figure’s own site still lists Adcock as Founder and CEO. He says the first stage is building…

Figure tested robots in 30 unfamiliar homes. They completed 56% of the chores. How close are humanoids to everyday usefulness? This week’s briefing: Figure’s results, 1X’s 50,000-robot ambition, Atlas at Hyundai—and a human vs. humanoid…

Humanoid robotics engineering salaries are getting serious in 2026. Some current US salary ranges: • Figure AI — Helix AI Engineer, Robot Learning $200K–$400K • Apptronik — Staff Software Engineer, Humanoid Controls $300K–$350K • Tesla…

Humanoid robots aren't a future concept anymore - they're already on production lines. Figure robots have logged nearly a year on BMW's assembly floor, and global humanoid shipments more than tripled year over year in the first half of…

Massive week in robotics. I went through everything from Figure, Agility, Boston Dynamics and even more. Get your coffee and see what happened in robotics space:

humanoids raised $4.3b in 2025. tesla said they'd put 5,000 optimus units in their own factories. came in somewhere under a few hundred. musk clarified on the q4 call — the robots were "not in usage in our factories in a material way."…

Brett Adcock is becoming one of the defining names in humanoid robotics. Alongside people like @elonmusk and @JensenHuang he is helping push the industry from impressive demos toward machines that can actually operate in the real world.…

Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "There's kind of three proposals. The OpenAI, Anthropic one is a third party. The Elon Musk one, as far as I can tell, is the labs cross-check…

Watch 4 straight hours of Helix 2.5 at work in 30 homes, with no additional training. https://t.co/0bwzIwmGHz

Figure humanoid robot just entered 30 homes it had never seen before. 🤯🤖 Figure has introduced Helix 2.5, a new neural network designed to generalize humanoid skills across unfamiliar environments. Figure rented 30 homes in the Bay Area…

Humanoid robotics may be approaching its ChatGPT moment. @Figure’s Helix 2.5 transferred learned behaviors across 30 unseen homes. The bigger story isn’t bed-making or laundry. It’s whether physical intelligence can start scaling with data…

I like what Figure 03 is doing here. Beds clothes and everyday household objects are hard for robots because their shape and position keep changing. Seeing the robot move through different rooms and continue working tells me more than a…

LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More https://t.co/Jj0iIzQA6I

Going live with @adcock_brett soon to unpack the Figure announcement: https://t.co/dLOrqzzs57